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UP-BNSF buyout is this true?

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UP-BNSF buyout is this true?
Posted by Anonymous on Sunday, June 27, 2004 9:22 PM
I don't wright to many topics but.
Is the UP planning to buyout the BNSF railroad?
Does anyone know.
[bow]BNSF[bow]

PS.......I heard that the UP is buying up BN stocks!
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Posted by Anonymous on Sunday, June 27, 2004 9:34 PM
I doubt that..... . The UP couldnt pull a train in a whore house if they wanted to.
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Posted by cstaats on Sunday, June 27, 2004 10:13 PM
Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.
Chris
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Posted by Anonymous on Sunday, June 27, 2004 11:03 PM
Don't hold your breath.

As mentioned above it would never pass STB or DOJ Antitrust review.

LC
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Posted by Anonymous on Monday, June 28, 2004 7:16 AM
QUOTE: Originally posted by cstaats

Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.


I think there is still another player: CP !!!!!!!!
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Posted by AlcoRS11Nut on Saturday, July 17, 2004 7:33 PM
QUOTE: Originally posted by BNSF9838

I don't wright to many topics but.
Is the UP planning to buyout the BNSF railroad?
Does anyone know.
[bow]BNSF[bow]

PS.......I heard that the UP is buying up BN stocks!


That would be GREAT![;)]
I love the smell of ALCo smoke in the Morning. "Long live the 251!!!" I miss the GBW and my favorite uncle is Uncle Pete. Uncle Pete eats Space Noodles for breakfast.
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Posted by UPTRAIN on Saturday, July 17, 2004 7:44 PM
Or not!!!

Pump

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Posted by Anonymous on Saturday, July 17, 2004 8:02 PM
UP won't be buying anybody for a while, especially with their current troubles. The STB would never approve it...and then there's the serious anti-competitive problems that would get Justice to stop it...

LC
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Posted by Anonymous on Saturday, July 17, 2004 9:00 PM
If any thing, it would be the other way around. U.P. is the biggest railroad in the
USA and also the worst. (BIG BAD YELLOW BRATT!)
It should have been baught by the S.P.
U.P. & C.P. have been running over BNSF between Spokane Washington and Sandpoint Idaho
for quite sometime now, while cleaning up a derailment. Cause, operating
heavy equipment on light rail, AGAIN. Must be the 7th or 8th here in Idaho
just in the two years Linda and I have lived here. They say live and learn well
U.P. just seams to live and live and live and naver learn.

railwayray
Ray Phelps
894 Sagle Road
Sagle Idaho 83860-9211

LOVE THAT BNSF
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Posted by BNSFNUT on Saturday, July 17, 2004 9:26 PM
UP buy BNSF?[(-D][(-D][(-D]
Besides BNSF means buy NS fast[:)]

There is no such thing as a bad day of railfanning. So many trains, so little time.

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Posted by ericsp on Saturday, July 17, 2004 10:21 PM
QUOTE: Originally posted by cstaats

Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.


You forgot CP and CN. Given the fact that BNSF and CN have previous talked about merger and UP and CSX cooperation for the Express Lane trains, I predict that if UP, BNSF, CSXT, NS, CP, and Cn merger, it will be as follows. UP-CSXT-CP and BNSF-NS-CN.

"No soup for you!" - Yev Kassem (from Seinfeld)

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Posted by cstaats on Sunday, July 18, 2004 6:41 PM
You are correct I was not thinking about CP or CN since they are already Trans continental. I would prefer not to see any more mergers for quite some time. Railroads must focus on their core business of transporting goods on time. UP are you listening?
Chris
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Posted by Anonymous on Sunday, July 18, 2004 10:27 PM
CP isn't a true Atlantic to Pacific transcon anymore since they pulled out of the Maritimesfor over ten years now.

But I agree with Ericsp analyst of the final act of this drama.
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Posted by cpbloom on Monday, July 19, 2004 12:09 AM
QUOTE: Originally posted by ericsp

QUOTE: Originally posted by cstaats

Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.


You forgot CP and CN. Given the fact that BNSF and CN have previous talked about merger and UP and CSX cooperation for the Express Lane trains, I predict that if UP, BNSF, CSXT, NS, CP, and Cn merger, it will be as follows. UP-CSXT-CP and BNSF-NS-CN.



And in that hypothetical BNSF-NS-CN merger everything will be black and white thoroughbreds!
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Posted by Anonymous on Monday, July 19, 2004 9:17 AM
nho... the mafia would come in before all that
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Posted by bowlerp on Monday, July 19, 2004 9:46 AM
In my outsiders view, it is more likely an American transcontinental will be formed by a merger either between NS or CSX on the one hand, and UP or BNSF on the other. I doubt CN will be permitted such a dominant role by an American agency as STB. I do not exactly see the point of a UP and BNSF merger. We could rename such a merged entity Conrail, and paint it red, white, and BLUE! (jesting on this last bit)
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Posted by cstaats on Monday, July 19, 2004 5:15 PM
Or maybe Yellow, Green, Orange, Silver and Red
Chris
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Posted by ericsp on Monday, July 19, 2004 9:11 PM
QUOTE: Originally posted by bowlerp

In my outsiders view, it is more likely an American transcontinental will be formed by a merger either between NS or CSX on the one hand, and UP or BNSF on the other. I doubt CN will be permitted such a dominant role by an American agency as STB. I do not exactly see the point of a UP and BNSF merger. We could rename such a merged entity Conrail, and paint it red, white, and BLUE! (jesting on this last bit)


CN already goes to the gulf coast. Look at the business news the past ten years. Dozens of American companies have been bought out by foreign companies (one familiar example is Chrysler). I cannot recall seeing evience that the STB, SEC, FTC, DOJ, et. al. have blocked a buyout or merger because a foreign company was involved. Anit-trust laws would never allow an UP-BNSF or CSXT-NS merger.

My previous post did say there would be an UP-CSXT merger and a BNSF-NS merger. However in addition I predicted the Canandian railroads would be involved.

Don't be surprise if the Mexican railroads also eventually get into the act.

Some other companies that have a large presence in America are BPAmoco/ARCo (Britian), Siemans (Germany), BIC (France).

"No soup for you!" - Yev Kassem (from Seinfeld)

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Posted by cstaats on Tuesday, July 27, 2004 7:00 PM
BNSF + NS sounds like a good marriage if not made in heaven a good possibility. I would like to take a look at the numbers and see how much freight it would capture from UP and CSX. Nice end to end merger not much in the way of duplication of service so savings from job eliminations would be minimal only the boys in Ft Worth and Norfolk. The numbers for both BNI and NSC look good. UP has a 45% decrease in income last quarter they are buying nobody. I like the looks of two strong companies merging to create a stronger company and strong UP is not.
Chris
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Posted by Anonymous on Tuesday, July 27, 2004 8:12 PM
What about the KCS and TFM?

LC
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Posted by Anonymous on Tuesday, July 27, 2004 10:10 PM
QUOTE: Originally posted by cstaats

BNSF + NS sounds like a good marriage if not made in heaven a good possibility. I would like to take a look at the numbers and see how much freight it would capture from UP and CSX. Nice end to end merger not much in the way of duplication of service so savings from job eliminations would be minimal only the boys in Ft Worth and Norfolk. The numbers for both BNI and NSC look good. UP has a 45% decrease in income last quarter they are buying nobody. I like the looks of two strong companies merging to create a stronger company and strong UP is not.
Not to make to light of a point of the matter[tup], NS just let the word out of a 20% dividend increase,[bow][bow][bow] reported on CNBC, for the end of the second quarter 2004. Sounds like the beginning of an interesting courtship[;)]
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Posted by Anonymous on Tuesday, July 27, 2004 11:25 PM
it must be true!!!!! i saw and took pictures of 2 different UP coal trains in Nebraska the other day. the first one had a UP unit in the lead with 2 BNSF SD70MAC's and the other one had a UP unit and 2 brand new BNSF C44-9's.


[:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D][:D]
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Posted by Anonymous on Wednesday, July 28, 2004 12:48 AM
ITS ALL B.S.
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Posted by Anonymous on Wednesday, July 28, 2004 7:30 AM
QUOTE: Originally posted by ericsp

QUOTE: Originally posted by cstaats

Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.


You forgot CP and CN. Given the fact that BNSF and CN have previous talked about merger and UP and CSX cooperation for the Express Lane trains, I predict that if UP, BNSF, CSXT, NS, CP, and Cn merger, it will be as follows. UP-CSXT-CP and BNSF-NS-CN.


That doesn't make any sense. There is no way in hell CP or CN would merge-

We have to live with CN's exisistance as it is- And they can keep there crabby employees, thanks.
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Posted by Anonymous on Wednesday, July 28, 2004 7:36 AM
It will "never" happen!
BNSFrailfan.
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Posted by jchnhtfd on Wednesday, July 28, 2004 7:42 AM
aw Kevin -- not all of us CN or ex-CN guys are crabby! And I've got to admit that CP runs a dang good show... always has.
Jamie
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Posted by cstaats on Wednesday, July 28, 2004 10:25 AM
I love the return on KCS in 2000 they were trading at $4 a share they closed out at over $14 yesterday that is over a 200% return not to many companies can say that. Investors notice things like this. As far as a merger with TFM that is for the Mexican Government and FTM share holders to decide. I don’t think they are too keen on American ownership of their railroads. Does any one have any thoughts?
Chris
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Posted by ericsp on Wednesday, July 28, 2004 7:45 PM
QUOTE: Originally posted by kevinstheRRman

QUOTE: Originally posted by ericsp

QUOTE: Originally posted by cstaats

Never happen. It would be anti competitive. If there is a final round of consolidation it will be the East and West end to end merger. You figure UP, BNSF, CSX and NS will pair off. It would be interesting to see what will happen to KCS. They could be the wild card. These are interesting times we live in.


You forgot CP and CN. Given the fact that BNSF and CN have previous talked about merger and UP and CSX cooperation for the Express Lane trains, I predict that if UP, BNSF, CSXT, NS, CP, and Cn merger, it will be as follows. UP-CSXT-CP and BNSF-NS-CN.


That doesn't make any sense. There is no way in hell CP or CN would merge-

We have to live with CN's exisistance as it is- And they can keep there crabby employees, thanks.


I am guessing that you are joking. CN has already tried to merge with BNSF.

"No soup for you!" - Yev Kassem (from Seinfeld)

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Posted by Anonymous on Wednesday, July 28, 2004 8:53 PM
QUOTE: Originally posted by cstaats

I love the return on KCS in 2000 they were trading at $4 a share they closed out at over $14 yesterday that is over a 200% return not to many companies can say that. Investors notice things like this. As far as a merger with TFM that is for the Mexican Government and FTM share holders to decide. I don’t think they are too keen on American ownership of their railroads. Does any one have any thoughts?


Not to take the wind out of your sails to much, but return on investment (ROI) is measured on an annual basis. So, at best (not including factoring for any additional borrowing KCS has done or other events that would affect value) the return is $2.50/share/year or about 17.8% assuming a sale at $14/share after costs of purchase and sale are deducted.

LC
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Posted by Anonymous on Wednesday, July 28, 2004 9:09 PM
QUOTE: Originally posted by csx-dispatcher

ITS ALL B.S.
Such eloquence with truth beyond question is truly a rare thing to be written or much less expressed. [#ditto][swg][bow]

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